TSMCs 2nm technology is the first to break through, can Samsung still catch up?

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 TSMCs 2nm technology is the first to break through, can Samsung still catch up?


In addition to being the only manufacturer in the world capable of mass production of 5nm chips, TSMCs process for 3nm chips is also progressing smoothly. Trial production will start in 2021 and mass production will start in 2022. Recently, Taiwan Economic Daily reported that TSMC has achieved a technological breakthrough in the 2 nm process and will conduct a small-scale trial production in 2023.

If all goes well, TSMCs 2nm chips will be ready for mass market in 2024, a full year earlier than expected. In addition, the report also pointed out that TSMC will try a new technology of surround gate transistor on the 2nm chip, which can better control the chip leakage problem, improve the chip service life and improve the yield.

If we look at technology alone, Samsung is only half a year behind TSMC. But judging from the market statistics, Samsungs share of the global chip OEM market is only one third of that of TSMC.

From the perspective of equipment procurement, the gap is still widening. At present, TSMC is purchasing a large number of lithography machines. It is expected to purchase 55 EUV lithography machines before the end of 2021, so as to accelerate the development of EUV related processes. Samsung Electronics, on the other hand, has purchased less than 20 EUV devices. According to industry estimates, Samsung will still have less than 25 EUV devices by 2021.

Although Samsung has never hidden its ambition, Samsung also said that it has solved the problem of low yield of 5nm chips, and 5nm technology has been able to catch up with CSMC. Moreover, Samsung will take the lead in introducing the technology of surround gate transistor in 3nm process to enhance its influence.

Recently, Samsungs good news is that it has won the OEM orders from two big companies: Qualcomm will hand over all 5g chips to Samsung, the first one to be manufactured by Samsungs 5nm process is the snapdragon 875; the 7Nm chip will be handed over to Samsung by NVIDIA.

But Samsungs 3nm will take a lot of money and time to catch up with JIC, and 2nm will be further. Who can go more solid and stable around gate transistor technology?

Source of this article: Liu Fei, editor in charge of micro network_ NBJS10390